SQA
LM

Simon Quick Advisors’s Legg Mason, Inc. LM Stock Holding History

Simon Quick Advisors’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-513
Closed -$26K – 527
2020
Q2 		$26K Sell
513
-265
-34% -$13.2K 0.01% 277
2020
Q1 		$38K Buy
778
+635
+444% +$27.7K 0.01% 227
2019
Q4 		$5K Buy
+143
New +$5.31K ﹤0.01% 500

Simon Quick Advisors's LM Position: Q3 2020 in Review

Simon Quick Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 513 shares — an estimated $26K sold.

Simon Quick Advisors first reported a position in LM in Q4 2019 and held it in 3 quarters. The position peaked at $38K in Q1 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Simon Quick Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 513 Legg Mason, Inc. shares in Q3 2020, an estimated $26K.
  • Simon Quick Advisors first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 3 quarters.
  • Simon Quick Advisors's Legg Mason, Inc. position peaked at $38K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.